Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.602 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 48927.71 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42244.11 Kr¶
PnL: ---------------------------------------> -189.17 Kr¶
DD now: ---------------------------------> -7.893 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 11:30:11.969671'
Anic Portfolio¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.520000 | 1657.980000 | 190.440000 | 12.980000 | 1467.540000 |
| JM | 6 | 2.300000 | 882.000000 | 19.800000 | 2.300000 | 862.200000 |
| HEXPOL B | 9 | 0.610000 | 1035.000000 | 17.100000 | 1.680000 | 1017.900000 |
| BioGaia B | 8 | 1.290000 | 940.000000 | 12.000000 | 1.290000 | 928.000000 |
| Platzer Fastigheter Holding B | 12 | 1.130000 | 969.600000 | 10.800000 | 1.130000 | 958.800000 |
| Sagax B | 4 | 1.270000 | 862.800000 | 10.800000 | 1.270000 | 852.000000 |
| Atrium Ljungberg B | 5 | 1.020000 | 942.500000 | 9.500000 | 1.020000 | 933.000000 |
| Hoist Finance | 35 | 0.890000 | 987.000000 | 8.750000 | 0.890000 | 978.250000 |
| Orrön Energy | 180 | 0.260000 | 2045.700000 | 8.100000 | 0.400000 | 2037.600000 |
| Catena | 2 | 0.810000 | 796.000000 | 6.400000 | 0.810000 | 789.600000 |
| EQT | 4 | 0.720000 | 835.600000 | 6.000000 | 0.720000 | 829.600000 |
| AcadeMedia | 8 | 0.790000 | 406.000000 | 4.800000 | 1.200000 | 401.200000 |
| Sagax A | 4 | -0.470000 | 856.000000 | 4.000000 | 0.470000 | 852.000000 |
| Biotage | 7 | 0.300000 | 942.200000 | 2.800000 | 0.300000 | 939.400000 |
| ASSA ABLOY B | 3 | 0.230000 | 778.800000 | 1.800000 | 0.230000 | 777.000000 |
| Bilia A | 8 | -0.090000 | 898.400000 | 0.800000 | 0.090000 | 897.600000 |
| Gränges | 9 | 0.000000 | 926.100000 | 0.000000 | 0.000000 | 926.100000 |
| Clas Ohlson B | 12 | -0.120000 | 969.600000 | -1.200000 | -0.120000 | 970.800000 |
| Byggmax Group | 33 | -0.140000 | 953.040000 | -1.320000 | -0.140000 | 954.360000 |
| Creaspac SPAC | 39 | -0.210000 | 3705.000000 | -3.900000 | -0.110000 | 3708.900000 |
| SKF B | 5 | -0.450000 | 933.750000 | -4.250000 | -0.450000 | 938.000000 |
| OX2 | 13 | -0.820000 | 939.900000 | -7.800000 | -0.820000 | 947.700000 |
| Hexatronic Group | 12 | -1.090000 | 954.000000 | -10.560000 | -1.090000 | 964.560000 |
| Alimak Group | 11 | -1.540000 | 911.900000 | -14.300000 | -1.540000 | 926.200000 |
| Nordic Waterproofing Holding | 7 | -2.320000 | 942.200000 | -22.400000 | -2.320000 | 964.600000 |
| Latour B | 4 | -2.990000 | 829.600000 | -25.600000 | -2.990000 | 855.200000 |
| VEF | 909 | -2.160000 | 1812.550000 | -32.720000 | -1.770000 | 1845.270000 |
| Addnode Group B | 11 | -3.890000 | 882.750000 | -35.750000 | -3.890000 | 918.500000 |
| Indutrade | 5 | -3.010000 | 1178.000000 | -36.500000 | -3.010000 | 1214.500000 |
| Hexagon B | 26 | -1.360000 | 3404.700000 | -46.800000 | -1.360000 | 3451.500000 |
| Bufab | 3 | -4.280000 | 1059.000000 | -47.400000 | -4.280000 | 1106.400000 |
| BHG Group | 97 | -4.200000 | 1394.860000 | -60.140000 | -4.130000 | 1455.000000 |
| INVISIO | 16 | -1.740000 | 3616.000000 | -64.000000 | -1.740000 | 3680.000000 |
| Vitec Software Group B | 2 | -6.830000 | 1010.000000 | -74.000000 | -6.830000 | 1084.000000 |
| TOTAL | 42258.530000 | -174.750000 | -7.86557% | 42433.280000 |
Updated:¶
'2023-07-03 11:28:54.477683'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
